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Creative Planning PATK Position History
Patrick Industries, Inc. • Industrials
Quarters held
8
Latest value
$3.1M
Q3 2026
Peak value
$3.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $740K |
| Q3 2025 | $15K |
| Q4 2025 | $1.5M |
| Q1 2026 | $2.3M |
| Q2 2026 | $7K |
| Q2 2026 | $924K |
| Q3 2026 | $26K |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 46.3K | — | — |
| Q3 2026 | $26K | 377 | — | — |
| Q2 2026 | $924K | 10.3K | — | — |
| Q2 2026 | $7K | 82 | — | — |
| Q1 2026 | $2.3M | 20.4K | — | — |
| Q4 2025 | $1.5M | 13.6K | — | — |
| Q3 2025 | $15K | 147 | — | — |
| Q3 2025 | $740K | 7.2K | — | — |
Other funds holding PATK
$255.3M
$138.9M
$115.4M
$115.4M
$108M
$82.8M